Financial Planner, Investment Retirement Planning

2 weeks ago

Peterborough, Canada Royal Bank of Canada Full time

Job Description What is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.What will you do?Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (PFP® or CFP®)Mutual Funds License (IFIC or CSC)Minimum 2 years’ experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital Savviness, ability to effectively utilize mobile applicationsWhat’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your successJob SkillsAdaptability, Business Development, Client Centricity, Curious MindsetAdditional Job DetailsAddress:861 LANSDOWNE ST W:PETERBOROUGHCity:PeterboroughCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:CommissionPosted Date:2025-12-10Application Deadline:2026-01-16Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Financial Planner, Investment Retirement Planning

    2 days ago

    Peterborough, Canada RBC Full time

    Financial Planner, Investment Retirement Planning RBC Location: 861 LANSDOWNE ST W, Peterborough, Canada Work Hours: 37.5 per week Employment Type: Full time (Regular) Platform: PERSONAL & COMMERCIAL BANKING Pay Type: Commission Posted Date: 2025-12-10 Application Deadline: 2026-01-16 What you will do Provide tailor‑made financial planning advice and...

  • Financial Planner, Investment Retirement Planning

    12 hours ago

    Peterborough, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment...

  • Financial Planner: Retirement

    2 days ago

    Peterborough, Canada RBC Full time

    A leading Canadian bank is seeking a Financial Planner in Peterborough to provide tailored financial planning advice and develop client relationships. In this full-time role, you will leverage a range of investment solutions to meet client needs, and focus on acquiring new clients while maintaining strong relationships with existing ones. The ideal candidate...

  • Financial Planner, Scotia Financial Planning

    2 days ago

    Peterborough, Canada Scotiabank Full time

    Requisition ID: 228306Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...

  • Financial Planning, Investment

    1 week ago

    Peterborough, ON KJ Z, Canada RBC Full time

    Job Description**This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across our Peterborough and Kawartha Lakes communities. We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their Financial Planning...

  • Office Manager

    7 days ago

    Peterborough, Canada Peterborough Retirement Residence Full time

    **_“How do you live in the moment?”_** **The Office Manager** reports to the General Manager and is expected to provide courteous and efficient telephone, reception, and clerical support to all clients and assists with clerical duties in the Home, including human resources and associate files. **Responsibilities**: Reviews and processes monthly...

  • Financial Advisor

    2 weeks ago

    Peterborough, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Sales Manager

    7 days ago

    Peterborough, Canada Greenwood Retirement Communities Full time

    Applewood **Do you enjoy being part of a team who believes that together, they can achieve remarkable things?** **Do you want to work in a culture where people take care of people?** **Do you want a chance to make a difference in people’s lives?** **Do you value the opportunity to grow and learn?** **Sales Manager for Applewood Retirement...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Peterborough, Canada Kassen Recruitment Full time

    OverviewA reputable organization in the senior living and healthcare development sector is seeking a Manager, Financial Planning & Analysis to join their Finance team.This position offers visibility to executive leadership, involvement in strategic decision-making, and an opportunity to shape the organization’s FP&A function as it continues to expand...

  • Financial Services Representative

    6 days ago

    Peterborough, Canada Kawartha Credit Union Full time

    **Financial Services Representative (Permanent, Full-time)** **Location**:Peterborough, ON **Hours**: 40 hours per week, Monday to Saturday **Rate of Pay**: Dependent on experience **As a Financial Services Representative, you will**: - Specialize in retail lending, recommending solutions which will enable our members to achieve their personal financial...